QUESTION:
If a new Lead is inserted that matches another Lead AND ALSO matches an existing Contact and I have Lead "auto-merge" and Lead to Contact and Lead to Account "auto-convert" scenarios, what will happen to the Lead?
ANSWER:
The new Lead will be auto-converted into the existing Contact. If a record matches on multiple scenarios with different Match on Insert/Update Actions the order of operations is as follows:
- Auto-Convert (Lead to Contact over Lead to Account)
- Auto-Merge
- Redirect to Existing / Redirect to VisualForce Page
- Do Not Insert / Update
- Custom Apex Code / Report Duplicate
If a record matches scenarios with both Custom Apex Code and Report Duplicate then both will be done, but Custom Apex Code will execute first. To prevent warnings from being created in this case, an API call can be made in the custom apex code to disable warning creation.
Note: If the "Match on Update Action" is set to "Report Duplicate" on the Lead to Contact scenario, then after the auto-conversion is complete a Warning WILL BE CREATED alerting the user that there is still a Lead (the existing one) that matches the existing Contact.
